| Plan Name | EMPLOYEE BENEFIT PLAN OF SERVICES FOR AGING, INC. |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SERVICES FOR AGING, INC. |
| Employer identification number (EIN): | 341108780 |
| NAIC Classification: | 621900 |
Additional information about SERVICES FOR AGING, INC.
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1972-07-13 |
| Company Identification Number: | 427256 |
| Legal Registered Office Address: |
130 SHADY LANE DRIVE - NORWALK United States of America (USA) 44857 |
More information about SERVICES FOR AGING, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | JODI HUNTER | 2024-07-25 | ||
| 002 | 2022-01-01 | JODI HUNTER | 2023-10-11 | ||
| 002 | 2021-01-01 | JODI HUNTER | 2022-07-26 | ||
| 002 | 2020-01-01 | JODI HUNTER | 2021-07-15 | ||
| 002 | 2019-01-01 | KAYE SPOERR | 2020-04-20 | ||
| 002 | 2018-01-01 | KAYE SPOERR | 2019-03-27 | ||
| 002 | 2017-01-01 | KAYE SPOERR | 2018-04-30 | ||
| 002 | 2016-01-01 | KAYE SPOERR | 2017-03-21 | ||
| 002 | 2015-01-01 | LUCINDA SMITH | 2016-03-31 | ||
| 002 | 2014-01-01 | LUCINDA SMITH | 2015-03-26 | ||
| 002 | 2013-01-01 | LUCINDA SMITH | 2014-04-09 | ||
| 002 | 2012-01-01 | LUCINDA SMITH | 2013-04-17 | ||
| 002 | 2011-01-01 | LUCINDA SMITH | 2012-03-22 | ||
| 002 | 2010-01-01 | LUCINDA SMITH | 2011-07-22 |
| Measure | Date | Value |
|---|---|---|
| 2025 : EMPLOYEE BENEFIT PLAN OF SERVICES FOR AGING, INC. 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-29 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-29 | 3146 |
| Net assets as of the end of the plan year | 2025-07-29 | 240323 |
| Total assets as of the beginning of the plan year | 2025-07-29 | 198835 |
| Value of plan covered by a fidelity bond | 2025-07-29 | 40000 |
| Participant contributions to plan in this plan year | 2025-07-29 | 15377 |
| Value of participant loans at end of plan year | 2025-07-29 | 2500 |
| Other expenses paid from plan in this plan year | 2025-07-29 | 0 |
| Other contributions to plan in this plan year | 2025-07-29 | 0 |
| Other income to plan in this plan year | 2025-07-29 | 22446 |
| Plan net income in this plan year | 2025-07-29 | 41488 |
| Net assets as of the end of the plan year | 2025-07-29 | 240323 |
| Net assets as of the beginning of the plan year | 2025-07-29 | 198835 |
| Employer contributions to plan in this plan year | 2025-07-29 | 6811 |
| Fees paid to broker by Benefit Provider | 2025-07-29 | 54 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-29 | 72 |
| 2024 : EMPLOYEE BENEFIT PLAN OF SERVICES FOR AGING, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-25 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-25 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-25 | 10184 |
| Net assets as of the end of the plan year | 2024-07-25 | 198835 |
| Total assets as of the beginning of the plan year | 2024-07-25 | 167484 |
| Value of plan covered by a fidelity bond | 2024-07-25 | 40000 |
| Participant contributions to plan in this plan year | 2024-07-25 | 11963 |
| Other expenses paid from plan in this plan year | 2024-07-25 | 0 |
| Other contributions to plan in this plan year | 2024-07-25 | 0 |
| Other income to plan in this plan year | 2024-07-25 | 23530 |
| Plan net income in this plan year | 2024-07-25 | 31351 |
| Net assets as of the end of the plan year | 2024-07-25 | 198835 |
| Net assets as of the beginning of the plan year | 2024-07-25 | 167484 |
| Employer contributions to plan in this plan year | 2024-07-25 | 6042 |
| Fees paid to broker by Benefit Provider | 2024-07-25 | 12 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-25 | 72 |
| 2022 : EMPLOYEE BENEFIT PLAN OF SERVICES FOR AGING, INC. 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 38121 |
| Net assets as of the end of the plan year | 2022-07-26 | 183942 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 182815 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 40000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 10293 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 96 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 24036 |
| Plan net income in this plan year | 2022-07-26 | 1127 |
| Net assets as of the end of the plan year | 2022-07-26 | 183942 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 182815 |
| Employer contributions to plan in this plan year | 2022-07-26 | 4919 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 97 |